Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

Jorge Garcia Rico is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at firms including Fidelity Investments and J.P. Morgan Securities. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America affiliates and a comprehensive capital markets platform.

Laura Ortega is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Charles Schwab Bank and First National Bank of Omaha. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Michael Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he spent 20 years working with East Central Independent School District. Morgan is a silent minority owner of LV H20, LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Kathryn Prescott is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Meeks is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2017, following five years at J.P. Morgan Securities. Outside of his advisory work, he is employed as an overnight sanitation technician at a grocery store in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lane Talbert is a financial advisor with Edward Jones based in La Vernia, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Walters Jr. is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has previously worked at The Vanguard Group, Inc., the Arizona State Retirement System, and various other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with a focus on oversight and conflict evaluation.

Nicholas La Barbera is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in cattle farming and raises cattle for sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Stacy Mikolajczyk is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2020. She has five years of industry experience and prior professional roles including at Food Safety Net Services. Outside of her advisory work, Stacy owns and operates North Creek Smoke House, a beef jerky manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions through a substantial nationwide network of financial advisors and branch offices.